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Transactor: Working Capital Solutions

Vacancy Details

Reference No.



A prominent financial services provider is currently seeking an individual to assume the role of Working Capital Solutions Transactor. The successful incumbent will be responsible for providing investment solutions by identifying viable lending working capital opportunities and developing deal flow through relationships in order to assist clients in managing their short-term cash flow requirements


  • Ensure appropriate involvement and contribution to credit assessments by providing input into the presentation to credit committee.
  • Contribute towards the successful implementation of working capital structures / solutions by being an active team member.
  • Contribute towards the successful implementation of pricing solutions by being an active team member.
  • Ensure accuracy and validity of client information by interrogating assumptions and commerciality of information provided.
  • Participate and assist in managing the deal project streams undertaken by relationship management, credit and admin teams.
  • Maintain competency through keeping up to date with industry trends and legislation
  • Ensure effective time management by managing turnaround times.
  • Build trust and strong relationships both internally and externally through delivery of good quality work outputs and strong communication skills.
  • Ensure provision of timeous resolutions for internal and external stakeholders by addressing specific transaction related queries.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals.
  • Maintain existing client relationships by respecting and assisting in enhancing the relationship.
  • Focus on innovative client solutions and problem solving by showing initiative, creative thinking and drawing from previous experience.
  • Assist in ensuring effective deal management by being a pro-active team member.
  • Ensure compliance with internal processes through developing an understanding of internal procedures.
  • Ensure personal time management and assist in ensuring effective deal / project management.
  • Ensure that all admin related responsibilities are timeously addressed.
  • Support the achievement of the business strategy, objectives and values by reviewing organisational and Business Unit policies.


  • B.Comm Honours (Accounting, Business Economics, Economics)
  • MBA / CA (SA) / CFA
  • Minimum of 5 years’ Short-Term Assets related experience
  • 3-5 years Credit experience
  • A successful sales track record
  • Advanced MS Office skills
  • Relevant regulatory knowledge

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB North